Thuan Duc（TDP）株式概要Thuan Duc Joint Stock Company は、その子会社とともに、ベトナム国内および国際的にPP織物包装製品を製造・販売している。 詳細TDP ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績5/6財務の健全性2/6配当金0/6報酬過去1年間で収益は21%増加しました リスク分析利払いは収益で十分にカバーされない すべてのリスクチェックを見るTDP Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₫Current Price₫29.30k14.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture012t2016201920222025202620282031Revenue ₫12.1tEarnings ₫266.9bAdvancedSet Fair ValueView all narrativesThuan Duc Joint Stock Company 競合他社Tan Dai Hung PlasticSymbol: HOSE:TPCMarket cap: ₫181.6bVinh Plastic and BagsSymbol: HNX:VBCMarket cap: ₫157.5bPetroVietnam PackagingSymbol: HNX:PBPMarket cap: ₫58.6bVicem Packaging Bim SonSymbol: HNX:BPCMarket cap: ₫47.5b価格と性能株価の高値、安値、推移の概要Thuan Duc過去の株価現在の株価₫29,300.0052週高値₫37,100.0052週安値₫24,350.00ベータ0.181ヶ月の変化-0.68%3ヶ月変化-4.56%1年変化-8.29%3年間の変化13.51%5年間の変化68.33%IPOからの変化99.66%最新ニュースRecent Insider Transactions • Mar 25Chairman recently sold ₫739m worth of stockOn the 18th of March, Cuong Nguyen sold around 74k shares on-market at roughly ₫10,000 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Cuong's only on-market trade for the last 12 months.お知らせ • Mar 17Thuan Duc Joint Stock Company, Annual General Meeting, Apr 19, 2026Thuan Duc Joint Stock Company, Annual General Meeting, Apr 19, 2026, at 08:00 SE Asia Standard Time. Location: luong hoi hamlet, luong bang commune, hung yen province, VietnamNew Risk • Feb 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₫2.56t (US$97.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Share price has been highly volatile over the past 3 months (8.4% average weekly change). Earnings have declined by 1.6% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₫2.56t market cap, or US$97.4m).New Risk • Feb 07New major risk - Revenue and earnings growthEarnings have declined by 0.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Share price has been highly volatile over the past 3 months (8.0% average weekly change). Earnings have declined by 0.9% per year over the past 5 years.Reported Earnings • Feb 01Full year 2025 earnings released: EPS: ₫1,121 (vs ₫1,087 in FY 2024)Full year 2025 results: EPS: ₫1,121 (up from ₫1,087 in FY 2024). Revenue: ₫4.76t (up 8.7% from FY 2024). Net income: ₫98.9b (up 5.3% from FY 2024). Profit margin: 2.1% (in line with FY 2024).New Risk • Jan 30New major risk - Revenue and earnings growthEarnings have declined by 0.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Share price has been highly volatile over the past 3 months (8.2% average weekly change). Earnings have declined by 0.8% per year over the past 5 years.最新情報をもっと見るRecent updatesRecent Insider Transactions • Mar 25Chairman recently sold ₫739m worth of stockOn the 18th of March, Cuong Nguyen sold around 74k shares on-market at roughly ₫10,000 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Cuong's only on-market trade for the last 12 months.お知らせ • Mar 17Thuan Duc Joint Stock Company, Annual General Meeting, Apr 19, 2026Thuan Duc Joint Stock Company, Annual General Meeting, Apr 19, 2026, at 08:00 SE Asia Standard Time. Location: luong hoi hamlet, luong bang commune, hung yen province, VietnamNew Risk • Feb 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₫2.56t (US$97.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Share price has been highly volatile over the past 3 months (8.4% average weekly change). Earnings have declined by 1.6% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₫2.56t market cap, or US$97.4m).New Risk • Feb 07New major risk - Revenue and earnings growthEarnings have declined by 0.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Share price has been highly volatile over the past 3 months (8.0% average weekly change). Earnings have declined by 0.9% per year over the past 5 years.Reported Earnings • Feb 01Full year 2025 earnings released: EPS: ₫1,121 (vs ₫1,087 in FY 2024)Full year 2025 results: EPS: ₫1,121 (up from ₫1,087 in FY 2024). Revenue: ₫4.76t (up 8.7% from FY 2024). Net income: ₫98.9b (up 5.3% from FY 2024). Profit margin: 2.1% (in line with FY 2024).New Risk • Jan 30New major risk - Revenue and earnings growthEarnings have declined by 0.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Share price has been highly volatile over the past 3 months (8.2% average weekly change). Earnings have declined by 0.8% per year over the past 5 years.Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫32,000, the stock trades at a trailing P/E ratio of 32.8x. Average trailing P/E is 11x in the Packaging industry in Vietnam. Total returns to shareholders of 25% over the past three years.New Risk • Jan 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Vietnamese stocks, typically moving 7.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Share price has been highly volatile over the past 3 months (7.4% average weekly change). Minor Risk Market cap is less than US$100m (₫2.45t market cap, or US$93.2m).New Risk • Nov 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Market cap is less than US$100m (₫2.54t market cap, or US$96.6m).New Risk • Nov 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₫2.52t (US$95.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risk Market cap is less than US$100m (₫2.52t market cap, or US$95.7m).Valuation Update With 7 Day Price Move • Nov 10Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₫28,550, the stock trades at a trailing P/E ratio of 29.3x. Average trailing P/E is 12x in the Packaging industry in Vietnam. Total returns to shareholders of 46% over the past three years.Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: ₫468 (vs ₫217 in 2Q 2024)Second quarter 2025 results: EPS: ₫468 (up from ₫217 in 2Q 2024). Revenue: ₫2.19t (up 98% from 2Q 2024). Net income: ₫41.3b (up 153% from 2Q 2024). Profit margin: 1.9% (up from 1.5% in 2Q 2024). The increase in margin was driven by higher revenue.お知らせ • Apr 18Thuan Duc Joint Stock Company Announces Board Appointments, Effective April 13, 2025On April 14, 2025, Thuan Duc Joint Stock Company announces the appointment of Ms. Do Thi Hong Tu as member of the Supervisory Board and Ms. Duong Thi Thu Hoai as member of the Supervisory Board. Effective from April 13, 2025.お知らせ • Feb 19Thuan Duc Joint Stock Company, Annual General Meeting, Apr 01, 2025Thuan Duc Joint Stock Company, Annual General Meeting, Apr 01, 2025.お知らせ • Sep 13Thuan Duc Joint Stock Company Provides Earnings Guidance for the Year 2024Thuan Duc Joint Stock Company provided earnings guidance for the year 2024. For the year, the company expects revenue of VND 3,888 million and Profit after tax of VND 78 million.Recent Insider Transactions • Jun 01Chairman recently sold ₫314m worth of stockOn the 29th of May, Cuong Nguyen sold around 31k shares on-market at roughly ₫10,000 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Cuong's only on-market trade for the last 12 months.New Risk • Apr 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported December 2019 fiscal period end). High level of non-cash earnings (30% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.1% average weekly change). Shareholders have been diluted in the past year (6.2% increase in shares outstanding).お知らせ • Mar 21Thuan Duc Joint Stock Company, Annual General Meeting, Apr 14, 2024Thuan Duc Joint Stock Company, Annual General Meeting, Apr 14, 2024, at 01:00 Coordinated Universal Time. Location: Luong Hoi commune, Luong Bang town Kim Dong district, Hung Yen province, Hung Yen VietnamNew Risk • Jan 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported December 2019 fiscal period end). High level of non-cash earnings (30% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Market cap is less than US$100m (₫1.92t market cap, or US$78.7m).お知らせ • Jan 16Thuan Duc Joint Stock Company has filed a Follow-on Equity Offering in the amount of VND 113.291985 billion.Thuan Duc Joint Stock Company has filed a Follow-on Equity Offering in the amount of VND 113.291985 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 7,552,799 Price\Range: VND 15000 Transaction Features: Rights OfferingNew Risk • Aug 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Share price has been volatile over the past 3 months (6.5% average weekly change).New Risk • Jun 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 12% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Shareholders have been diluted in the past year (12% increase in shares outstanding).お知らせ • May 26Thuan Duc Joint Stock Company Approves Resignation of Nguyen Kim Anh as Vice General DirectorThuan Duc Joint Stock Company approved the resignation of Ms. Nguyen Kim Anh as Vice General Director.お知らせ • May 06Thuan Duc Joint Stock Company Announces Board ChangesOn April 29, 2023, Thuan Duc Joint Stock Company announced the personnel changes from April 28, 2023 as follows: Appointment: Mr. Tran Dang Duy, Member of the BOD for the term 2020 – 2025; Resignation: Ms. Nguyen Thi Hong Van, Member of the Supervisory Board.お知らせ • Apr 22Thuan Duc Joint Stock Company Announces Change of Person in Charge of Corporate GovernanceThe Board resolution dated April 18, 2022, the BOD of Thuan Duc Joint Stock Company approved the resignation of Mr. Le Van Quang as Person in charge of Corporate Governance from April 18, 2022 and the appointment of Mrs. Nguyen Kim Anh as Person in charge of Corporate Governance from April 18, 2022.お知らせ • Apr 21Thuan Duc Joint Stock Company Announces Resignation from Le Van Quang as Member of the Board of DirectorsOn April 15, 2022, Thuan Duc Joint Stock Company received the resignation letter from Mr. Le Van Quang as Member of the Board of Directors. The resignation of Mr. Le Van Quang will be submitted and approved in the General Meeting of Shareholders.Is New 90 Day High Low • Jan 20New 90-day low: ₫26,100The company is down 2.0% from its price of ₫26,696 on 22 October 2020. The Vietnamese market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 6.0% over the same period.株主還元TDPVN PackagingVN 市場7D1.0%1.2%0.6%1Y-8.3%-7.7%43.8%株主還元を見る業界別リターン: TDP過去 1 年間で-7.7 % のリターンをもたらしたVN Packaging業界と一致しました。リターン対市場: TDPは、過去 1 年間で43.8 % のリターンを上げたVN市場を下回りました。価格変動Is TDP's price volatile compared to industry and market?TDP volatilityTDP Average Weekly Movement4.2%Packaging Industry Average Movement6.0%Market Average Movement5.1%10% most volatile stocks in VN Market8.1%10% least volatile stocks in VN Market2.9%安定した株価: TDP 、 VN市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: TDPの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20071,261Sy Buithuanducjsc.vnThuan Duc Joint Stock Company社は子会社と共に、PP織物包装製品をベトナム国内外に生産・販売している。同社はPP製ショッピングバッグ、PP製織物製ショッピングバッグ、PP製不織布製ショッピングバッグ、RPET製ショッピングバッグ、クーラーバッグ、その他のバッグ、農業用、飼料用、肥料用の包装製品を提供している。また、プラスチック樹脂の取引なども行っている。同社は2007年に設立され、本社はベトナムのフンイエン市にある。もっと見るThuan Duc Joint Stock Company 基礎のまとめThuan Duc の収益と売上を時価総額と比較するとどうか。TDP 基礎統計学時価総額₫2.75t収益（TTM）₫113.66b売上高(TTM)₫5.15t24.2xPER（株価収益率0.5xP/SレシオTDP は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計TDP 損益計算書（TTM）収益₫5.15t売上原価₫4.75t売上総利益₫406.07bその他の費用₫292.41b収益₫113.66b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）1.21kグロス・マージン7.88%純利益率2.21%有利子負債／自己資本比率243.6%TDP の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 01:26終値2026/05/20 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Thuan Duc Joint Stock Company 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Recent Insider Transactions • Mar 25Chairman recently sold ₫739m worth of stockOn the 18th of March, Cuong Nguyen sold around 74k shares on-market at roughly ₫10,000 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Cuong's only on-market trade for the last 12 months.
お知らせ • Mar 17Thuan Duc Joint Stock Company, Annual General Meeting, Apr 19, 2026Thuan Duc Joint Stock Company, Annual General Meeting, Apr 19, 2026, at 08:00 SE Asia Standard Time. Location: luong hoi hamlet, luong bang commune, hung yen province, Vietnam
New Risk • Feb 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₫2.56t (US$97.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Share price has been highly volatile over the past 3 months (8.4% average weekly change). Earnings have declined by 1.6% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₫2.56t market cap, or US$97.4m).
New Risk • Feb 07New major risk - Revenue and earnings growthEarnings have declined by 0.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Share price has been highly volatile over the past 3 months (8.0% average weekly change). Earnings have declined by 0.9% per year over the past 5 years.
Reported Earnings • Feb 01Full year 2025 earnings released: EPS: ₫1,121 (vs ₫1,087 in FY 2024)Full year 2025 results: EPS: ₫1,121 (up from ₫1,087 in FY 2024). Revenue: ₫4.76t (up 8.7% from FY 2024). Net income: ₫98.9b (up 5.3% from FY 2024). Profit margin: 2.1% (in line with FY 2024).
New Risk • Jan 30New major risk - Revenue and earnings growthEarnings have declined by 0.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Share price has been highly volatile over the past 3 months (8.2% average weekly change). Earnings have declined by 0.8% per year over the past 5 years.
Recent Insider Transactions • Mar 25Chairman recently sold ₫739m worth of stockOn the 18th of March, Cuong Nguyen sold around 74k shares on-market at roughly ₫10,000 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Cuong's only on-market trade for the last 12 months.
お知らせ • Mar 17Thuan Duc Joint Stock Company, Annual General Meeting, Apr 19, 2026Thuan Duc Joint Stock Company, Annual General Meeting, Apr 19, 2026, at 08:00 SE Asia Standard Time. Location: luong hoi hamlet, luong bang commune, hung yen province, Vietnam
New Risk • Feb 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₫2.56t (US$97.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Share price has been highly volatile over the past 3 months (8.4% average weekly change). Earnings have declined by 1.6% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₫2.56t market cap, or US$97.4m).
New Risk • Feb 07New major risk - Revenue and earnings growthEarnings have declined by 0.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Share price has been highly volatile over the past 3 months (8.0% average weekly change). Earnings have declined by 0.9% per year over the past 5 years.
Reported Earnings • Feb 01Full year 2025 earnings released: EPS: ₫1,121 (vs ₫1,087 in FY 2024)Full year 2025 results: EPS: ₫1,121 (up from ₫1,087 in FY 2024). Revenue: ₫4.76t (up 8.7% from FY 2024). Net income: ₫98.9b (up 5.3% from FY 2024). Profit margin: 2.1% (in line with FY 2024).
New Risk • Jan 30New major risk - Revenue and earnings growthEarnings have declined by 0.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Share price has been highly volatile over the past 3 months (8.2% average weekly change). Earnings have declined by 0.8% per year over the past 5 years.
Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫32,000, the stock trades at a trailing P/E ratio of 32.8x. Average trailing P/E is 11x in the Packaging industry in Vietnam. Total returns to shareholders of 25% over the past three years.
New Risk • Jan 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Vietnamese stocks, typically moving 7.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Share price has been highly volatile over the past 3 months (7.4% average weekly change). Minor Risk Market cap is less than US$100m (₫2.45t market cap, or US$93.2m).
New Risk • Nov 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Market cap is less than US$100m (₫2.54t market cap, or US$96.6m).
New Risk • Nov 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₫2.52t (US$95.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risk Market cap is less than US$100m (₫2.52t market cap, or US$95.7m).
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₫28,550, the stock trades at a trailing P/E ratio of 29.3x. Average trailing P/E is 12x in the Packaging industry in Vietnam. Total returns to shareholders of 46% over the past three years.
Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: ₫468 (vs ₫217 in 2Q 2024)Second quarter 2025 results: EPS: ₫468 (up from ₫217 in 2Q 2024). Revenue: ₫2.19t (up 98% from 2Q 2024). Net income: ₫41.3b (up 153% from 2Q 2024). Profit margin: 1.9% (up from 1.5% in 2Q 2024). The increase in margin was driven by higher revenue.
お知らせ • Apr 18Thuan Duc Joint Stock Company Announces Board Appointments, Effective April 13, 2025On April 14, 2025, Thuan Duc Joint Stock Company announces the appointment of Ms. Do Thi Hong Tu as member of the Supervisory Board and Ms. Duong Thi Thu Hoai as member of the Supervisory Board. Effective from April 13, 2025.
お知らせ • Feb 19Thuan Duc Joint Stock Company, Annual General Meeting, Apr 01, 2025Thuan Duc Joint Stock Company, Annual General Meeting, Apr 01, 2025.
お知らせ • Sep 13Thuan Duc Joint Stock Company Provides Earnings Guidance for the Year 2024Thuan Duc Joint Stock Company provided earnings guidance for the year 2024. For the year, the company expects revenue of VND 3,888 million and Profit after tax of VND 78 million.
Recent Insider Transactions • Jun 01Chairman recently sold ₫314m worth of stockOn the 29th of May, Cuong Nguyen sold around 31k shares on-market at roughly ₫10,000 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Cuong's only on-market trade for the last 12 months.
New Risk • Apr 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported December 2019 fiscal period end). High level of non-cash earnings (30% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.1% average weekly change). Shareholders have been diluted in the past year (6.2% increase in shares outstanding).
お知らせ • Mar 21Thuan Duc Joint Stock Company, Annual General Meeting, Apr 14, 2024Thuan Duc Joint Stock Company, Annual General Meeting, Apr 14, 2024, at 01:00 Coordinated Universal Time. Location: Luong Hoi commune, Luong Bang town Kim Dong district, Hung Yen province, Hung Yen Vietnam
New Risk • Jan 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported December 2019 fiscal period end). High level of non-cash earnings (30% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Market cap is less than US$100m (₫1.92t market cap, or US$78.7m).
お知らせ • Jan 16Thuan Duc Joint Stock Company has filed a Follow-on Equity Offering in the amount of VND 113.291985 billion.Thuan Duc Joint Stock Company has filed a Follow-on Equity Offering in the amount of VND 113.291985 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 7,552,799 Price\Range: VND 15000 Transaction Features: Rights Offering
New Risk • Aug 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Share price has been volatile over the past 3 months (6.5% average weekly change).
New Risk • Jun 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 12% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Shareholders have been diluted in the past year (12% increase in shares outstanding).
お知らせ • May 26Thuan Duc Joint Stock Company Approves Resignation of Nguyen Kim Anh as Vice General DirectorThuan Duc Joint Stock Company approved the resignation of Ms. Nguyen Kim Anh as Vice General Director.
お知らせ • May 06Thuan Duc Joint Stock Company Announces Board ChangesOn April 29, 2023, Thuan Duc Joint Stock Company announced the personnel changes from April 28, 2023 as follows: Appointment: Mr. Tran Dang Duy, Member of the BOD for the term 2020 – 2025; Resignation: Ms. Nguyen Thi Hong Van, Member of the Supervisory Board.
お知らせ • Apr 22Thuan Duc Joint Stock Company Announces Change of Person in Charge of Corporate GovernanceThe Board resolution dated April 18, 2022, the BOD of Thuan Duc Joint Stock Company approved the resignation of Mr. Le Van Quang as Person in charge of Corporate Governance from April 18, 2022 and the appointment of Mrs. Nguyen Kim Anh as Person in charge of Corporate Governance from April 18, 2022.
お知らせ • Apr 21Thuan Duc Joint Stock Company Announces Resignation from Le Van Quang as Member of the Board of DirectorsOn April 15, 2022, Thuan Duc Joint Stock Company received the resignation letter from Mr. Le Van Quang as Member of the Board of Directors. The resignation of Mr. Le Van Quang will be submitted and approved in the General Meeting of Shareholders.
Is New 90 Day High Low • Jan 20New 90-day low: ₫26,100The company is down 2.0% from its price of ₫26,696 on 22 October 2020. The Vietnamese market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 6.0% over the same period.
